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The following screenshots highlight how the process of connecting people with businesses works in Daikana, and how it benefits you:
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1. Profiles for individuals
Your profile on Daikana can be used for multiple purposes:
A resume for prospective employers.
A bio for your clients.
Your account for your employer.
An address book for your contacts.
You can decide how you personal information is shared with others:
A short bio/contact information.
Schools you attended.
Current and former employers.
2. Profiles for businesses
Businesses in Daikana also have a profile that can be used for the following purposes:
As your employer, it can be linked to your profile to confirm your employment.
As a potential customer or supplier, it lists the products & services offered or needed.
Employees are listed so you know who to contact to seek employment or a partnership.
If you are a customer you can create an account to interact better with the business.
3. Workspaces
A Workspace is a collection of screens and actions that you can perform in a particular context. There are 3 types of Workspaces:
Your Personal Workspace: where you can work and interact with your contacts.
An Organization Workspace: where you can work with a business as an employee or a customer.
A Project Workspace: where you can work with multiple businesses at the same time on a project.
4. Responsibilities
Responsibilities are used to define which screens you have access to in a particular Workspace.
In you Personal Workspace: you always have access to all screens and resources.
In an Organization Workspace: you have access to the screens as defined by your responsibility. The responsibility is given by your employer.
In a Project Workspace: same as the Organization Workspace. You also need to be allocated to the Project.
5. Documents
Documents are a common feature to all Workspaces. There is a document repository in each Workspace:
You can upload documents or files and include searchable metadata.
You can specify an approval dates and who needs to review or approve the document.
You can collaborate with other users in your Workspace and add comments to the document.
You can specify who can view, update or delete the document.
6. Meetings
Meetings are a common feature to all Workspaces. You can schedule meetings or events for yourself and others in each Workspace:
You can select attendants and have access to a Workspace calendar to view other people's availability.
You can specify documents that need to be discussed during a meeting.
You can add comments and minutes to meetings.
You can specify who can view, update or delete a meeting.
7. Action Items
Action Items are a common feature to all Workspaces. You can track issues, bugs or assign tasks to people:
You can specify who needs to work on a particular action item and track progress.
You can collaborate with other users in your Workspace and add comments to an action item.
You can specify who can view, update or delete an action item.
8. Reports
You have access to various reports to help you keep track of progress or your schedule. This is particularly important for project for which you need to control your scope to remain on time and on budget.
9. RFPs
In your Organization Workspace you can search for or publish RFPs. The RFP typically indicates:
What company published the RFP. You can view the company's profile.
Who the main point of contact is. You can view this person's profile and get more information on his/her background.
Description of the RFP. All the keywords are searchable in the RFP marketplace.
Multiple contractors can also be approved to work on a project.
10. Projects
Once your organization is linked to a project either by creating a new project or by replying to and RFP you can:
Allocate users to the project. Users can either be employees or customers of your organization.
Users allocated to the project will be given a new Workspace based on the responsibility specified.
The project owner can add new organization or publish the project as an RFP.
11. Customers and Employees
Your organization can store information about employees and customers and link them to users.
When users confirm that they are employees or customers, a new Organization Workspace is created for them based on the responsibility specified.
Users can then collaborate in the Organization Workspace with other employees or customers. You can specify who can see your customers.
12. New customer matching
Businesses can be matched together based on the products and services that they offer or need. The matching process is similar to what can be seen on dating sites between individuals.
Matching can be done using:
The organization search within an Organization Workspace when specifying that the best matches must be returned.
In a recurring email listing the best matches. The result is the same as the organization search.
13. Security
Security is tightly controlled in Daikana using the following mechanisms:
All data exchanged between the client and the server is encrypted using SSL.
Page access can be restricted within a Worspace using responsibilities.
You can configure what users or group of users can view, update or delete entities such as action items, documents, meetings, customers, projects, groups etc...
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